Purchases and Sales Made in Q3 2021 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 2021. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.77K+ 39.15% |
$249K - $287K
|
16.9K
$702K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.74K+ 22.59% |
$248K - $285K
|
25.7K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.71KNew |
$246K - $283K
|
4.71K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.68KNew |
$244K - $282K
|
4.68K
$194K
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
4.65K+ 7.92% |
$243K - $280K
|
63.4K
$2.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.58KNew |
$239K - $275K
|
4.58K
$190K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
4.57K+ 1.08% |
$239K - $275K
|
428K
$17.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.57K+ 11.96% |
$238K - $275K
|
42.8K
$1.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
4.56K+ 116.33% |
$238K - $274K
|
8.48K
$351K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.52K+ 13.5% |
$236K - $272K
|
38K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.49KNew |
$234K - $270K
|
4.49K
$186K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.48K+ 67.99% |
$234K - $270K
|
11.1K
$459K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.48K+ 2.4% |
$234K - $270K
|
192K
$7.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Homestead Advisers Corp
|
BUY
|
- |
4.45K+ 0.44% |
$232K - $268K
|
1.01M
$42M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.45K+ 33.3% |
$232K - $268K
|
17.8K
$738K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.43K+ 7.0% |
$231K - $266K
|
67.7K
$2.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.37K+ 29.99% |
$228K - $263K
|
19K
$785K
|
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.34KNew |
$226K - $261K
|
4.34K
$180K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.32K+ 1.98% |
$225K - $260K
|
222K
$9.21M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.3K+ 18.4% |
$224K - $259K
|
27.7K
$1.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
4.29K+ 50.98% |
$224K - $258K
|
12.7K
$526K
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.24KNew |
$221K - $255K
|
4.24K
$176K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.23K+ 1.49% |
$221K - $254K
|
289K
$12M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.23K+ 20.36% |
$221K - $254K
|
25K
$1.04M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.22K+ 39.93% |
$220K - $254K
|
14.8K
$613K
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
4.22K+ 24.58% |
$220K - $254K
|
21.4K
$885K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.19K+ 49.61% |
$219K - $252K
|
12.6K
$523K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.09K+ 5.37% |
$213K - $246K
|
80.2K
$3.32M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 3.68% |
$211K - $243K
|
114K
$4.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.03K+ 9.84% |
$210K - $243K
|
45K
$1.86M
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4.02K+ 8.61% |
$210K - $242K
|
50.7K
$2.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
4K+ 52.1% |
$209K - $241K
|
11.7K
$484K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
4KNew |
$209K - $241K
|
4K
$166K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.98K+ 24.55% |
$207K - $239K
|
20.2K
$836K
|
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
3.96K+ 12.18% |
$207K - $238K
|
36.5K
$1.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.9K+ 5.15% |
$204K - $235K
|
79.6K
$3.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.89KNew |
$203K - $234K
|
3.89K
$161K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.89KNew |
$203K - $234K
|
3.89K
$161K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.87K+ 3.7% |
$202K - $233K
|
108K
$4.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.87K+ 1.4% |
$202K - $233K
|
280K
$11.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.86K+ 14.47% |
$201K - $232K
|
30.5K
$1.26M
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.84K+ 21.45% |
$200K - $231K
|
21.8K
$901K
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.84KNew |
$200K - $231K
|
3.84K
$159K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.83K+ 1.75% |
$200K - $230K
|
222K
$9.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 2.67% |
$197K - $227K
|
145K
$6.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.77K+ 3.99% |
$197K - $227K
|
98.3K
$4.07M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.68K+ 0.44% |
$192K - $222K
|
837K
$34.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.6KNew |
$188K - $217K
|
3.6K
$149K
|
|
|
Nov 02, 2021
Q3 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
3.6K+ 27.27% |
$188K - $217K
|
16.8K
$696K
|
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.58KNew |
$187K - $216K
|
3.58K
$148K
|